Before you begin: Pulse may not be enabled for your account. For more information about Pulse, contact your system administrator. |
About Pulse
Pulse provides in-depth analytics of the Insight activity for the Leads, Analyze and Forecast users in your company. Metrics reported include the number of logins; the number of projects and companies viewed and tracked; the searches run and saved, and the number of exported projects, companies and documents.
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Accessing Pulse
To access Pulse,
click Pulse at the bottom of the side bar menu:
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Result: The Pulse dashboard is displayed.
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Selecting the Dashboard or the Usage Table
Pulse contains two main windows, the Dashboard and the Usage Table:
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For more information, see the following:
Working with Using the Pulse Dashboard
Working with Using the Pulse Usage Table
Note: To switch between the Dashboard and the Usage Table,
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Including
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Unassigned Users
You can choose to include the activity of those those users not yet assigned to a team in the statistics.
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toggle the button to make the selection:
Repeat to include only those users assigned to teams.
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Selecting the
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Date Range
The date range you select applies to any of the data displayed in Pulse. You can select either a custom date range or a preset range, and you can change the selected date range at any time.
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1 | Click on the date field at the top of the window to display the date range menu: | ||||||||||
2 | Choose from the following to select the date range.
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3 | Click Apply to set the desired date range. Result: The menu refreshes with the new date range. |
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